Let Your Winners Run: AI, Commodities, and Emerging Markets

from Stocks Neat · host Forager Funds

In episode 30 of Stocks Neat, Portfolio Manager Harvey Migotti and CIO Steve Johnson discuss recent portfolio performance including which surprise sectors have started contributing in 2024. They cover a wide range of topics including AI related companies, China worries, and overlooked opportunities in sectors such as European financials. The conversation then moves to portfolio management and how changing market perceptions of companies can influence how to know when to let your winners run and when to bank profits."I don't want AI to come and do art for me. I want to say, come and clean my house and help me do laundry. So, I can do art."Listen to the full episode to find out more.

What this episode covers

NOW PLAYING

0:00 25:21

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

From TikTok Trends to Tech Stock Gains: How Social Media Signals Drive Market Moves

Jun 20, 2026 ·2m

How Social Media Trends Drive Stock Market Moves and Retail Investor Behavior

Jun 18, 2026 ·3m

From TikTok to Tech Stocks: How Viral Videos Drive Wall Street Trading and Billion Dollar Valuations

Jun 16, 2026 ·2m

How TikTok Trends Predict Tech Stock Movements in 2026

Jun 13, 2026 ·3m

From TikTok Trends to Stock Moves: How Social Media Drives Markets and Your Financial Future

Jun 11, 2026 ·2m

From TikTok to Tech Stocks: How Viral Trends Drive Market Momentum and Investment Decisions

Jun 9, 2026 ·3m

Similar Podcasts

MarketFoolery The Motley Fool The Motley Fool's daily look at stocks in the news, the top business/investing stories, and occasional tangents. A Trader's Education Podcast Trader Nate Conversations about building wealth with a focus on trading stocks and options. Plus, weekly chart reviews where we analyze market performance and charts for a variety of stocks and ETFs every Sunday. atraderseducation.substack.com Be Good To Your Money Podcast Dr. Lisa Welcome to the weekly Be Good To Your Money podcast, hosted by Dr. Lisa! A podcast created to help you reset your life, financially. I have spent 15 years as a Financial Educator on both Clear Channel and iHeart radio. I have traveled the nation teaching financial seminars and how to analyze stocks (including kids). Follow me on FB @begoodtoyourmoneyTwitter @bgood2yourmoneyInstagram @bgood2yourmoneyTikTok @bgood2yourmoney Don't forget to SUBSCRIBE and SHARE! Matt McCall's Moneyline InvestorPlace MoneyLine will take a weekly look into what is really going on in the stock market. Entrepreneur and investment analyst Matt McCall looks behind the headlines to find the sectors and stocks that are making the big moves. Join the former Fox Business Network host as he searches for Wall Street’s next big winners. Matt will also feature high profile guests to share their insights into investing and success.Learn more: https://moneywire.investorplace.com

Frequently Asked Questions

How long is this episode of Stocks Neat?

This episode is 25 minutes long.

When was this Stocks Neat episode published?

This episode was published on May 29, 2024.

What is this episode about?

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

Can I download this Stocks Neat episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.

URL copied to clipboard!